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Estate Planning

A Personal Approach to Estate Planning

Your basic home inventory package allows you assign up to 10 items in your home to your preferred beneficiaries. But suppose you want to assign all, or most, of your personal belongings to various family members and friends. That's no problem.

SafeList will customize your home inventory to include assigning beneficiaries for as many items as you wish. This can make the process of allocating items from your estate much easier for loved ones, especially if there is no specific provision in your will, or if a will doesn't exist.

Consider this scenario:

A widow named Mary dies suddenly, leaving her estate to her three daughters, with her brother appointed as estate trustee. In her advanced age, Mary told two daughters they could have her wedding rings - each thinks the rings are left to them. There is no provision in her will. Other sentimental items among Mary's belongings are also being disputed. Not a good situation for a grieving family.

A customized SafeList estate plan can sort out these issues in advance and provide some clear direction that can be included in your will. Your SafeList helps you focus on various items that you may want to bequeath to specific indviduals. For example, a dear friend painted you an amazing piece of artwork. Perhaps you want to return it to her when you die as a reminder of how much you appreciated it. This is the personal approach SafeList can provide, allowing you to distribute your personal effects with a thoughtful, caring approach. SEE RELATED ARTICLES

Contact SafeList today to learn more about this peronal approach to estate planning.902.445.6700

Fire & Natural Disasters

When a fire or a natural disaster strikes, making a record of everything you've lost is usually a stressful and time consuming process. SafeList will keep you prepared in advance, reduce your stress and speed up your claim process.

Estate Planning

Having a plan for family members to sort out your personal belongings can reduce their stress when grieving a lost loved one. SafeList can help you with a practical and more personal approach to estate planning.

Moving & Downsizing

The average person moves about 10 times in their lifetime. With each move their is potential for loss, theft or damage. Having an up-to-date record of what you own can protect you through a lifetime of mobility.

Theft Protection

Police recommend people record serial and model numbers of their expensive electronics to help them recovery stolen items. SafeList takes your inventory protection to another level, including other valuable items in your home such as jewelry, collectibles, antiques or expensive artwork.

preNuPtials & Divorce

Splitting up joint belongings can be stressful when a marriage or common-law relationship falls apart, especially if communication between the partners is strained. SafeList provides solutions and a process to reduce the stress and potentially reduce legal fees.

Business Assets

Most businesses maintain a careful inventory of products they sell. However, some overlook having an up-to-date record of their business equipment and other non-monetary business assets. Such a record protects against theft and is very useful if a business is being sold or divided.

Having a record of your belongings is recommended by insurance companies,